Purchases and Sales Made in Q1 2024 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-14.8K- 5.25% |
$3.34M - $3.69M
|
267K
$78M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-14.8K- 79.42% |
$3.35M - $3.7M
|
3.84K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.9K- 6.52% |
$3.37M - $3.72M
|
214K
$62.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-15.2K- 8.04% |
$3.44M - $3.81M
|
174K
$51M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-15.4K- 37.5% |
$3.48M - $3.85M
|
25.7K
$7.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17.2K- 60.79% |
$3.88M - $4.29M
|
11.1K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-17.5KClosed |
$3.96M - $4.38M
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.3K- 42.83% |
$4.14M - $4.58M
|
24.5K
$7.16M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-18.6K- 74.68% |
$4.19M - $4.64M
|
6.3K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.2K- 19.65% |
$4.56M - $5.04M
|
82.5K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.9K- 2.94% |
$4.95M - $5.48M
|
724K
$212M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-21.9K- 47.83% |
$4.96M - $5.48M
|
23.9K
$7M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-23.9K- 72.47% |
$5.41M - $5.98M
|
9.1K
$2.66M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-24.3K- 78.55% |
$5.5M - $6.08M
|
6.65K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-26.2K- 62.75% |
$5.91M - $6.54M
|
15.5K
$4.55M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-27.4K- 10.24% |
$6.2M - $6.86M
|
241K
$70.4M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30.6K- 6.56% |
$6.91M - $7.64M
|
435K
$127M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-31.1K- 55.41% |
$7.03M - $7.78M
|
25.1K
$7.33M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.4K- 14.18% |
$7.55M - $8.35M
|
202K
$59.2M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-36.3K- 46.44% |
$8.2M - $9.08M
|
41.9K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-38.6K- 21.98% |
$8.72M - $9.65M
|
137K
$40.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.6K- 35.54% |
$8.95M - $9.9M
|
71.9K
$21M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-48.7K- 47.74% |
$11M - $12.2M
|
53.3K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-52.7K- 2.1% |
$11.9M - $13.2M
|
2.45M
$717M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59.2K- 8.34% |
$13.4M - $14.8M
|
650K
$190M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-67.3KClosed |
$15.2M - $16.8M
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-70.5K- 96.52% |
$15.9M - $17.6M
|
2.54K
$743K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-76K- 1.3% |
$17.2M - $19M
|
5.79M
$1.69B
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-80.8K- 98.3% |
$18.3M - $20.2M
|
1.4K
$409K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-82.8K- 3.88% |
$18.7M - $20.7M
|
2.05M
$600M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-83.6K- 11.2% |
$18.9M - $20.9M
|
663K
$194M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-86.2K- 98.6% |
$19.5M - $21.5M
|
1.23K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-89.6K- 1.07% |
$20.2M - $22.4M
|
8.25M
$2.41B
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-99.8K- 36.34% |
$22.5M - $24.9M
|
175K
$51.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-101K- 4.16% |
$22.9M - $25.3M
|
2.33M
$682M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106K- 1.45% |
$23.9M - $26.5M
|
7.2M
$2.11B
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-121K- 24.03% |
$27.4M - $30.3M
|
384K
$112M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-128K- 25.56% |
$28.8M - $31.9M
|
371K
$109M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-129K- 93.59% |
$29.1M - $32.2M
|
8.82K
$2.58M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-139K- 46.59% |
$31.3M - $34.6M
|
159K
$46.5M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-176K- 8.26% |
$39.7M - $43.9M
|
1.95M
$571M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-212K- 40.0% |
$48M - $53.1M
|
319K
$93.2M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-262K- 43.02% |
$59.3M - $65.6M
|
347K
$102M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-276K- 40.97% |
$62.4M - $69M
|
398K
$116M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-987K- 72.76% |
$223M - $247M
|
369K
$108M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.78M- 92.54% |
$1.31B - $1.45B
|
467K
$137M
|